
Every stage of the pipeline runs its own Smart Plan.
This means the CRM automatically adjusts follow-up depending on where the lead is in their buying or selling timeline.
Instead of blasting the same messages to everyone, each lead gets communication designed for their situation.
Examples:
New Leads
Fast response with text, email, and call tasks.
Attempting Contact
Multiple attempts to start a conversation.
Cold Leads
Light monthly touches to stay top of mind.
Warm Leads
More agent interaction and timeline checks.
Hot Leads
Frequent follow-up focused on scheduling showings or consultations.
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